The www.adviser.ingdirect.com.au website allows advisers to view client balances and transaction history, interest and tax details, alerts when a term deposit matures, and generates client listing and client reports on the spot.
“This site takes a lot of previously manual processes and puts them online, which, above all, will save our clients time and improve their own productivity and profitability. This is particularly important for advisers who have already begun their transition to a fee-for-service model,” ING Direct executive director of distribution Lisa Claes said.
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